Life Outside the Office: 

When I’m not working, I love being outdoors and staying active, whether that means spending time on the water, golfing, fishing, gardening, running, weight lifting, or playing pickleball. Being active helps me recharge, but I also enjoy slowing things down. When I do, you will usually find me baking, especially sourdough or homemade desserts, which has been a favorite hobby of mine for years. I like to joke that I “run a small home bakery,” since there is almost always something baking and rarely any leftovers.

Outside of my hobbies, I love spending time with my friends and family and am very close with my large family. I enjoy any chance we get to be together. I also have a golden retriever named Wilbur, who keeps life fun and active. He is a very good boy, even if he is also a little mischievous.

I enjoy spending summers up north and visiting Florida during the winters, and I am happiest when the weather is warm and I am near the water. I am also naturally curious and love learning, especially about history and anything related to health and wellness. I enjoy reading, learning about the past, and watching historical movies that bring those stories to life.

How I Support Clients at BridgeWise:

I work to ensure clients feel supported, informed, and confident throughout their entire experience with BridgeWise. My role exists to remove confusion and delays so families can focus on making sound financial and college planning decisions with clarity and confidence. By staying organized behind the scenes and maintaining consistent communication, I help create a client experience that feels responsive, dependable, and well guided.

I also play a key role in preparing advisors for client meetings by gathering and organizing information in advance and tracking follow up items. This ensures meetings are focused, productive, and centered on what matters most to the client. When questions or changes arise, I work to resolve them quickly so nothing falls through the cracks and families feel continuity and trust in the planning process.

Overall, my work helps ensure commitments are followed through on and clients experience BridgeWise as thoughtful, organized, and truly client first.